Filed October 25, 2018
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,033 | $159,901+18.8% | $146,958+29.3% | $145,922+30.2% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 13.51% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $889 | $5,286-83.2% | $4,933-82.0% | $4,660-80.9% |
| Participant deferral / active EE | $10,457 | $8,428+24.1% | $8,070+29.6% | $6,688+56.4% |
| Admin fee / account holder | $4,872 | $15,044-67.6% | $12,998-62.5% | $13,397-63.6% |